Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 27, 2026Fund LettersJason L. WhiteNEM GR Nemetschek SE Information TechnologyApplication Software Bear XetraAec Software, execution risk, exit, Macro, Subscriptions
Jan 27, 2026Fund LettersJason L. WhiteTTAN ServiceTitan, Inc. Information TechnologyApplication Software Bull New York Stock ExchangePayments, SaaS, Trades, vertical software, Workflow
Jan 27, 2026Fund LettersJason L. WhiteSAIL SailPoint Technologies Holdings, Inc. Information TechnologyApplication Software Bull NASDAQAI, cloud, cybersecurity, Identity, Software
Jan 27, 2026Fund LettersJason L. WhiteBLD TopBuild Corp. IndustrialsBuilding Products Bull New York Stock ExchangeAcquisitions, Building materials, construction, Cyclicality, data centers
Jan 27, 2026Fund LettersJason L. WhiteTXRH Texas Roadhouse, Inc. Consumer DiscretionaryRestaurants Bull NASDAQBranding, consumer, Margins, Restaurants, Unit growth
Jan 27, 2026Fund LettersJason L. WhiteBAB LN Babcock International Group plc IndustrialsAerospace & Defense Services Bull New York Stock ExchangeDefense, Government, infrastructure, Margins, turnaround
Jan 27, 2026Fund LettersJason L. WhiteSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull New York Stock ExchangeAudio, media, monetization, Streaming, Subscriptions
Jan 27, 2026Fund LettersJason L. WhiteSE Sea Limited Communication ServicesInternet Services & Infrastructure Bull New York Stock Exchangeecommerce, Internet, Margins, Platforms, Southeast Asia
Jan 27, 2026Fund LettersJason L. WhiteFROG JFrog Ltd. Information TechnologyApplication Software Bull NASDAQAI, cloud, Devops, Security, Software
Jan 27, 2026Fund LettersJason L. WhiteINSM Insmed Incorporated Health CareBiotechnology Bull NASDAQbiotechnology, Drug launch, growth, healthcare, Pulmonology
Jan 27, 2026Fund LettersJason L. WhiteCOHR Coherent Corp. Information TechnologyOptoelectronic Equipment Bull New York Stock ExchangeAI, data centers, Margins, Photonics, semiconductors
Jan 27, 2026Fund LettersMichael KassNU Nu Holdings Ltd FinancialsConsumer Finance Bull New York Stock ExchangeCredit, digital banking, Fintech, growth, Latin America
Jan 27, 2026Fund LettersMichael KassFSR SJ FirstRand Limited FinancialsDiversified Banks Bull New York Stock Exchangebanking, diversification, Margins, Returns, South Africa
Jan 27, 2026Fund LettersMichael KassABG SJ Absa Group Limited FinancialsDiversified Banks Bull New York Stock Exchangebanking, Credit cycle, Margins, South Africa, valuation
Jan 27, 2026Fund LettersMichael KassBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet Retail Bull New York Stock ExchangeAI, China, cloud, ecommerce, Platforms
Jan 27, 2026Fund LettersMichael Kass005930 KS Samsung Electronics Co Ltd Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, HBM, Memory, semiconductors
Jan 27, 2026Fund LettersMichael Kass000660 KS SK hynix Inc Information TechnologySemiconductors Bull New York Stock ExchangeAI, HBM, Memory, Pricing, semiconductors
Jan 27, 2026Fund LettersMichael KassTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull New York Stock ExchangeAI, Foundry, Pricing power, scale, semiconductors
Jan 27, 2026Fund LettersChris WelchINVH Invitation Homes Inc Real EstateSingle-Family Rental REIT Bull New York Stock ExchangeDemographics, Housing, REITs, Rent growth, single-family rentals
Jan 27, 2026Fund LettersChris WelchARE Alexandria Real Estate Equities Inc Real EstateOffice REIT Bull New York Stock Exchangelife sciences, Real Estate, recovery, REITs, valuation

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: